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1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-20 |
| VA | RA | APPROVED | 2021-11-17 |
Branch Locations
13625 Office Pl Suite 201, Woodbridge, VA 22192 • United States
1 Firstcomm Plaza, Fort Worth, TX 76109 • United States
Woodbridge, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services, Inc. | Fort Worth | TX | 10/2020 | 11/2021 |
| Dyncorp International | Roi-Namur | 09/2018 | 07/2020 | |
| Department Of Defense Office Of Inspector General | Alexandria | VA | 05/2009 | 09/2018 |
| First Command Brokerage Services, Inc. | Fort Worth | TX | 11/2021 | Present |
| First Command Advisory Services, Inc. | Fort Worth | TX | 11/2021 | Present |
| First Command Insurance Services, Inc. | Fort Worth | TX | 11/2021 | Present |
(1) Name of the other business: Woodbridge First Church of the Nazarene Whether the business is investment-related: No Address of the other business: 14001 Smoketown Road Woodbridge, VA 22192 Nature of the other business: Financial Your position, title, or relationship with the other business: Church Finance Director The start date of your relationship: 05/2024 The approximate number of hours/month you devote to the other business: 6 to 10 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: Unpaid position at the church. ? Develop, supervise, and schedule a finance team of weekly counters and semiannual auditors ? Oversee monthly financial statements ? Coordinate financial audits every six month ? Oversee payment of staff and payroll taxes, tax forms, and worker's compensation ? Issue donor giving statements and employee W2s prior to January 31 each year ? Calculate and pay and monthly denominational funding ? Prepare invoicing and monitor monies for accounts receivable (e.g. occasional tenant expenses likes snow-plowing cost-share) ? Monitor and advise on banking relationships, interest and debt rates, online giving software, bookkeeping software, etc. ? Work with senior pastor and board in making annual budget and presenting annual report ? Recommend a treasurer to the board, develop a working relationship with the treasurer, cross-train on the position to audit his/her work and provide back-up support as needed (2) Name of the other business: JET's Financial Services LLC Whether the business is investment-related: Yes Address of the other business: 4044 Cardinal Crest Drive, Woodbridge, VA 22193 Nature of the other business: Owner/Sole/Partner Your position, title, or relationship with the other business: Business Owner The start date of your relationship: Aug 01, 2022 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: None Briefly describe your duties relating to the other business: This is my business for tax purposes. I don't use it for anything else. Name only.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-12 |
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